Thread: New customer sign up procedure

As most of you guys know, first impressions are everything! It's your chance to set the image/professionalism for your company. I would like to hear the different approaches from everyone. From when the phone rings to putting them on the schedule. What's your procedure? What forms do you bring or use? What information do you gather? How/when do you present the estimate? How does this aspect of your company work? I think hearing different processes could help some people struggling in this area.